VACNY News and Press, VAT Group AG - ADR From 02/14/22

AEIS had a mixed fourth quarter, with better revenue and weaker margins, and guidance doesn't suggest improvement until the second half of 2022. The biggest concern for me remains evidence of potential share loss, with other comparable companies showing strong results in the same (or ...

Advanced Energy Industries posted another weaker-than-expected quarter and once again guided lower for the next quarter, with supply challenges cited as the driving issue. AEIS seems to be underperforming other semiconductor equipment component companies, including players in semi-pow...

VAT Group's second-quarter earnings exceeded expectations, with a 14% beat on the order line as fabs and semiconductor companies scramble to add capacity and reduce record lead times. Not only are fabs scrambling to add chip capacity but leading-edge designs also require even more hig...

VAT Group is a dominant market leader in semiconductor high-vacuum valves with high earnings visibility for the longer term. We see the company as a high quality franchise with its high returns and predictable free cash flow generation. The shares trade at a premium but we like th...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. Performa...

VAT Group saw third quarter revenue near the high end of management's expectations, but orders were 14% weaker than expected and the book-to-bill came in below 1x. Front-loading of orders is a plausible explanation given customers' need to secure essential components during the pandem...

As semiconductor manufacturing processes become even more demanding, it’s helping the technology leaders to consolidate their markets even further, as the differences between “good” and “good enough” become unacceptably wide for the most demanding application...

Results are certain to get worse from here, but Atlas Copco ’s ( OTCPK:ATLKY ) relatively strong performance in the first quarter underlines part of the reason why I love this company and why investors continue to bid it up to such a generous premium over typical industrial companies. ...

This is a good time to sell mission-critical equipment and components for the semiconductor industry, as semiconductor companies continue to order equipment for both logic and memory chip production. Swiss VAT Group ( OTCPK:VACNY ) (VACN.S), a leading manufacturer of customized control, tran...

With logic and foundry orders looking healthy and memory at least looking as though its bottomed, a host of semiconductor equipment stocks have done well over the last year or so, including vacuum valve specialist VAT Group ( VACNY ) (VACN.SW). While this stock gave investors a few of the 10...